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9 Awesome Real Estate Apps

September 28, 2021/in Administrative, Inside Sales, Marketing, MOD Virtual Assistants, Real Estate /by Abby

There are so many Real Estate apps out there and some of them can be expensive. How do you know which ones are essential? How do you choose those that will be helpful for your business and your remote team? We’ve put together this list of free and affordable Real Estate apps to help in your research. Let’s dive in!

Trello

Trello is one of the most popular projects management tools for real estate for many reasons. It has a free version which would be adequate for most teams but for bigger teams, it has upgraded tools that can scale with any size. Philadelphia Realtor, Jennifer Geddes, uses Trello to streamline her transactions. You customize your Trello board to fit your business processes and gives everyone on your team the ability to see where the project is at and what needs to be done next. She talks about it here:

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HubSpot CRM and Sales Tool

With over 30,000 customers in 91 countries, HubSpot is one of the most widely used free CRMs real estate apps and sales tools on the planet. The best part? It’s FREE. HubSpot is a CRM that also offers marketing and sales tools. Furthermore, with the free version of HubSpot’s software, it offers contact management, deal and task pipelines, email scheduling, email templates, and more. Hubspot reported a 100% traffic increase in the first three months for Rever.VN.

Clozio

Custom checklists that keep you (and your team) on track. Elegant calendars to keep your clients informed and engaged. All in one central place. A starter account is free! Realtors usually go for Clozio to stay organized. Additionally, it allows you to keep clients on the same page for all the dates and to-dos that come along with a typical real estate transaction.

Broker Assist

Broker Assist is the on-demand agent-to-agent referral network real estate app and collaborative marketplace for real estate professionals. BrokerAssist connects agents and brokers in real-time on their outbound referrals and notifies them of inbound referral opportunities in their area. As well, BrokerAssist offers a marketplace solution for agents and brokers to collaborate on fractional assistance for deal-specific tasks (showings, open houses, inspections, etc). Broker assist is Free to sign up, free to request & assist, free referral networking.

Spacio

Spacio helps you maximize open house lead generation opportunities and increase ROI by automating lead capture for 100% follow-up. Make the best first impression at your open house by inviting visitors to check-in by filling out Spacio’s professional and elegant digital sign-in form. Accurately collect visitor information and automatically send follow-up emails after your open house ends. No more unreadable handwriting no more lost leads. Spacio offers a 30-day free trial and offers affordable packages for as low as $25 a month depending on your needs.

Propertybase

Propertybase is a powerful website builder website / CRM combo for advanced lead generation and nurture. Its well-equipped CRM does pretty much everything a Realtor could need from managing projects, opportunities, and contacts. It makes lead and pipeline management easy with a customizable lead scoring platform. You can request a demo and decide how you want to proceed after that.

Amitree Folio

Folio attaches to your Gmail account and automatically organizes transactions, documents, and deal timelines. This gives you the ability to share with your clients. You can also sync calendars, set reminders, and even loop in service providers to make sure everyone is on the same page. It automatically detects a real estate professional’s transactions and organizes them in real-time into Smart Folders. Sign-up is free.

Zillow Premier Agent app

Zillow Premier Agent offers a surprisingly robust free CRM real estate app that lets you import leads from Boomtown! or Realtor.com through Gmail. You can set up tasks, reminders, texts, and emails like any good CRM. Additionally, it also gives you a granular look at what your leads are searching for on Zillow in detail if you sign up for their My Agent program that makes you the only buyer’s agent your leads see on Zillow.

ProAgent Solutions

Pro Agent Solutions is a real estate app that works with you to help automatically reach out to realtors who have shown your listings. Additionally, it can get relevant timely feedback from them that you can read and pass on to your clients. You can also have Pro Agent Solutions send it along for you. If you use Supra or another electronic lockbox service, you can link your account, further automating the feedback solicitation process. Lastly, with a 30-day free trial, this is a tool that everyone should check out and see if it is worth the cost, which ranges from $3 to $50 monthly a month (paid annually).

CONCLUSION

Working from home can make you feel isolated or like you can’t get everything that you needed to be done. Luckily, with the help of these apps and all the amazing online tools that are available. Thankfully, you are now given the ability to stay on top of all the things you need to do remotely, on your smartphone. In conclusion, now all you have to do is choose whether to completely handle these apps yourself or delegate them to your team, or a combination of both.

Now you have the technology, what about people to manage them?

MyOutDesk Virtual Assistants

MyOutDesk is the leading provider of virtual assistants in real estate, generating massive GCI while cutting costs. We have white-glove service and an astringently vetted talent pool. Our virtual assistants can manage your real estate apps, keep you up to date, and research upcoming technology that can give you a competitive edge in the market.

It costs up to 70% less than a traditional employee, yes you heard that right. Realtors can access IPC and GPDR compliant productivity tracking software through the MyOutDesk Client Portal with MyTimeIn timesheets. MyOutDesk Virtual Assistants have professional experience in sales, marketing, transaction coordination, operations, general administrative management, and more.

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construction site with papers and helmet on wooden platform

Building Better Business: Insightly CRM for Construction

August 4, 2021/in MOD Virtual Assistants /by Louie Z. Sawyer

Tracking and managing your customers for construction companies has never been more important. The landscape of construction has changed in the past year and staying on top of your current projects while bringing in new business is vital. Embracing new technologies will help your company stay effective and prosper.

Customer Relationship Management software, or CRM, keeps all your customer and project information in one spot. It helps improve the relationships between your company and its customers, leads, and prospects.

Insightly CRM works to improve the organization and flow of your business. The company boasts success for a variety of industries, including construction, design, and building.

This guide will go over Insightly CRM, what it entails, and if it’s a good fit for your construction business.

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What Is Insightly CRM?

Insightly is a cloud-based software that helps your marketing and sales team manage their projects, leads, and sales. Any member of your team can access their pipelines and dashboards from anywhere they can access the internet. This makes it a great option for companies that are working remotely or need to access information while on the job site.

Lead Routing

With Insightly, you can track relevant lead information. You can access an activity timeline that shows you phone calls, emails, tasks, and meetings. Easily route leads to the appropriate person so they can follow up on them while they’re active.

Manage Your Emails

Within the Insightly platform, you can write and send emails. Send individual correspondence or bulk emails to multiple contacts.

The software will track the delivery to the customers, letting you know when they’ve opened the email and how many times they’ve clicked on it.

Custom Dashboards

Understanding and visualizing data is vital when looking for construction CRM software. Insightly offers customizable reporting options. Streamline your processes using different colors that are easy for each individual user to understand.

You can also track which metrics are most important to your organization. Only review information that you want to see without your dashboard getting cluttered with other info.

Multiple Integrations

If you use third-party tools, integrate them with ease into Insightly. It’s painless to implement them into your pipeline.

Some of the integrations included in Insightly are:

Gmail
GSuite and Google apps
Microsoft Outlook
QuickBooks
Mailchimp
Zapier
Slack
Dropbox
Google Drive
Evernote

If you can’t find an app you’re looking for, use Zapier to integrate it into the system.

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Why Do Construction Companies Need a CRM?

As a large construction company, you’re balancing multiple clients. CRM software helps you and your company be more organized. All the information you need is centralized and condensed in a way that’s easy for you to understand.

CRM software is designed to streamline all your activities and workflow. Your customer service activities will get sped up as you add notes to each customer.

Some additional benefits of using CRM software include:

Increased productivity
Easier collaboration between multiple teams
Improved metrics
Increased market return on investment (ROI)
Easier marketing
Improved contact management

The automated features of a CRM will help you improve your sales and increase customer retention.

The software isn’t limited to dealing with only customers. You can track relationships you have with general contractors, partners, and other professionals. Ensure that every piece of your project is moving along smoothly.

Getting your CRM software up and running can be a massive undertaking in itself. Look into hiring a virtual assistant to help you get the system started and manage it along the way.

Insightly CRM Pricing Structure

Insightly offers three different packages for their CRM software. Each package is billed annually:

Plus: $29 each month, per user
Professional: $49 each month, per user
Enterprise: $99 each month, per user

You can try the Plus or Professional plans for free before committing to either plan. You can also contact the company to request a demo.

Insightly also offers a “forever free” CRM plan that allows two users to manage your sales, contacts, and projects. It doesn’t offer a lot of the features that the paid plans do. However, it may be a good jumping-off point for you to start experimenting with CRM software.

All of the plans also include Insightly CRM, with Plus offering limited features on this aspect. It’s an integrated CRM telephone system that works within your CRM system, analyzing your data.

All of the plans provide you with complete service and support. There are training options available, in addition to phone support.

Insightly CRM Review

Insightly CRM software is a great option if you’re looking to implement more organization into your construction company. The support Insightly offers are superior to some of the other options on the market. The onboarding process is easy for most people to figure out.

The cloud-based system makes it easy for your entire team to be on the same page. It updates in real-time, so you don’t need to worry about information not being updated across every user. You can also easily import your leads from another CRM if you make the switch to Insightly.

However, most of the marketing tools that are useful to you are located in the higher-priced plans. With that in mind, their plans are more affordable than other options out there.

If you’re just starting out with CRM software, look into the free trial for Insightly. You’ll have plenty of time to determine if the software is a good fit for you and your business.

Streamline Your Business With CRM Software

As a highly profitable construction company, implementing Insightly CRM software into your business practices is essential. You’ll manage your projects more efficiently and increase your profits.

A Review of EngageBay CRM

July 22, 2021/in Marketing, Marketing, MOD Virtual Assistants, Vertical Markets /by Louie Z. Sawyer

CRM stands for customer relationship management technology. It’s designed to help you manage everything your company does with potential clients and customers.

With this tech, you can automate functions and increase your sales. Compile and share information with other employees, or outsource tasks to virtual assistants. Less time spent managing your database means more time for your sales team to generate leads.

As for what CRM companies to invest your time in, consider EngageBay. Their platform promises to market better and sell faster than the other competing brands. Here’s more about how EngageBay ranks up.

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What is EngageBay CRM?

EngageBay offers multiple solutions for your business. These include Marketing Automation, a CRM & Sales Bay, Live Chat support, and a comprehensive package including all three.

Their Marketing Automation product’s features include email sequences, web analytics, and automation of routine, manual tasks. You can also schedule social media posts and manage your engagement levels.

Meanwhile, EngageBay’s CRM & Sales Bay lets companies organize their email contacts and schedule appointments. It can also let your team access customer information while calling directly from the software.

EngageBay Review

EngageBay is one of those CRM companies that offers a little bit of everything. You have options for marketing automation, sales assistance, as well as live chat. Purchase separate services or get a package deal with all included.

It has easy integration with popular CMS options, affordable pricing plans, and free trial signup. There are some templates for email, video, and landing pages.

While all three services work seamlessly together, you can always purchase access to a single module if you only need one. However, the all-in-one package is significantly more affordable than subscribing to more than one.

Currently, the All-in-One service goes for $47.99 per user with unlimited contacts and 50,000 branded emails. Both Marketing and CRM services are $29.99 per user at the same subscription level. The help desk and live chat are free.

Compared With Other CRM Companies

According to Inside CRM, the best CRM companies provide software that is easy to use. In fact, the majority of professionals see ease of use as the most crucial feature. Following it was schedule management and CRM data snapshot capabilities.

Many competitors offer the same types of services as EngageBay, but not at the same price points. It’s difficult to find CRM companies that offer free services for start-ups that don’t need a lot of contacts or branded emails.

At the very least, it’s easy to try them out and drop them without committing to an expensive subscription.

Make Your Business Work Easier

Choosing between the different CRM companies can be quite a challenge. At the very least, EngageBay CRM offers some of the best prices in the market.

If you need more help saving time and money, consider doubling your business with our virtual assistant services. At MyOutDesk, we can provide remote hires in administrative roles, sales positions, and more.

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What Is Oracle NetSuite Used For?

July 22, 2021/in Administrative, MOD Virtual Assistants, Technology, Vertical Markets /by Louie Z. Sawyer

Did you know that there are over 100,000 virtual assistants listed on freelance sites like Upwork and Freelancer? Virtual assisting has become popular in recent years due to advancements in technology.

However, hiring a virtual assistant isn’t as easy as you think it would be. Virtual assistants vary in experience and program knowledge. Although is it necessary for them to have knowledge of CRM software and other software tools?

Don’t worry, with this guide you can find out! From being easy to use or having a variety of features, you can determine if CRM software is a valued trait in a virtual assistant.

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Now, are you ready to get started? Here’s a quick look at Oracle Netsuite:

Is It Easy to Use?

The short answer is yes. However, here’s why: it was designed to be an add-on section for Oracle’s original collection. It, therefore, works smoothly and integrates flawlessly with other platforms.

Although as a business system, there’s a reduced need for third-party platforms through the software. So while there are some available, it may not always be what you want or think will be the best to streamline projects.

However, they offer training programs for those who want to learn the system and who want to get the most out of each feature. That way, no one has a hard time using this software; instead, it’s easy and efficient to navigate and work with.

What Are Its Integrated Features?

Features are one of the most important things in business software. After all, you want to make sure that the features are not only useful but beneficial to your business. Below are a few of the best features in oracle Netsuite:

E-commerce

With Netsuite, you can work on enhancing customers’ experience with a personalized customer web portal. In it, customers will have 24/7 access to their order history, tracking information, as well as be able to place new orders.

Customers can also resolve issues with customer service via email, text chat, or a simple phone call. It makes the shopping experience more pleasurable and efficient.

Analytics and Reporting

Netsuite has plenty of metrics to measure your business’s success. It monitors your subscription renewals, customer buying trends, and call volume. It also tracks website activity, customer satisfaction and leads to generation tactics.

You can look at these measurements from a product scale or see if the team itself is succeeding. For instance, you can see who is and isn’t fulling the quota on your team. As a virtual assistant, you can bring this data to your boss for them to decide how to proceed to make the company more profitable.

Does It Have Any Limitations?

Before you purchase this software, learn about its limitations; sometimes, those tell you more about a program than its advantages. With Oracle Netsuite, the largest disadvantage it has is it’s not a full-service system. Instead, it’s designed to be part of a larger program.

Therefore to work with it, you’ll have to spend more money in order to get it to work properly with each platform. However, If you want to work with this system, it’s worth investing in the software as it’s a good program; it just may not have all the features you want or need.

Another problem companies have found with this software is that it’s not compatible with small to midsize businesses. For some companies, it simply doesn’t meet the daily needs that small businesses have. Therefore it’s not a practical choice to pick.

The Takeaway: Oracle Netsuite

All in all, Netsuite is easy to use, navigate and has features all businesses can benefit from. Virtual assistants that understand how to work with such software will be a great asset to your team.

They can help resolve customer’s issues or read the customers buying trends to understand what customers want. That way, virtual assistants can help your business succeed.

Now, if you’re hiring a virtual assistant, wait no more contact us today. We find professionals who know CRM software like Oracle Netsuite, Hubspot, and more. We can put you in touch with a professional who can enhance your productivity with their knowledge and expertise in the business.

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A Review of NetSuite CRM

July 22, 2021/in Administrative, MOD Virtual Assistants, Technology, Vertical Markets /by Louie Z. Sawyer

Being a real estate professional can be a stressful and overwhelming position.

Sure, you get started in the industry for the love it but some days feel like you’re running a million miles an hour on a treadmill and getting nowhere!

Whether you are an agent or a real estate investor, you have to wear a lot of hats. Keeping track of sellers, keeping track of buyers, getting transactions to the closing table, handling marketing campaigns, etc.

Wouldn’t it be great if there was a one-stop solution for all of this?

Well, guess what? There is! And it’s called Netsuite CRM.

If you’re struggling to get a handle on your real estate business, read on to find out what NetSuite CRM can do to put your mind at ease!

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What Is Netsuite CRM?

First, we need to discuss what a CRM is, in general.

CRM stands for Customer Relationship Manager. And that’s exactly what it does. It’s a platform to manage your customer relationships.

Most CRM platforms can remember birthdays, store email addresses, mass e-mail dozens of clients at once, track marketing campaigns, and keep client lists organized and easily accessible.

Netsuite CRM can do all this for you and more. It can even handle things like HR and accounting. The best part? It’s all in one easy-to-use, seamless platform.

Some people graduate from having their business on dozens of Excel spreadsheets and start to use third-party apps for the different aspects of their business.

This is great. It’s a step in the right direction. But no one wants to open a hundred different browser tabs and keep track of an endless amount of User IDs and passwords.

That’s where NetSuite CRM’s one-stop user interface comes in handy. Now, you can look at one dashboard, and keep your finger on the pulse of every department of your business.

Is NetSuite CRM Worth It?

Well, that all depends. Is having more peace of mind worth it? Is running your business from your computer without stress worth it?

Don’t think of Netsuite CRM, or any CRM really, as a cost. Think of it as an investment.

If you purchase NetSuite and get it set up the right way, it will allow you to easily put team members, like a real estate virtual assistant, in place.

That may be true, but you don’t have to listen to us. Just visit the customer testimonials on our website. That should tell you enough of the story.

Now, if you’re asking whether or not it can fit into your budget, that’s a different story.

The beauty is that we have a variety of NetSuite CRM packages to fit a wide range of budgets. You can check out NetSuite CRM pricing, and see if we are the right fit for you.

Making The Net Sweet

Netsuite CRM is a one-stop-shop for running the business of your dreams. Think of how much easier life will be with everything you need for your business neatly displayed in one place.

For more on NetSuite, and to review other CRM companies, take a look at the other articles in our blog.

Do you have any experience with NetSuite? We would love to hear your feedback and stories of how it changed your business.

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Is Nimble CRM Effective? The Pros and Cons

July 22, 2021/in Marketing, MOD Virtual Assistants, Technology, Vertical Markets /by Louie Z. Sawyer

The CRM market is set to reach $128 billion in the next 7 years. There’s a good reason why!

Customer relationship managers help businesses generate vital leads. Not only that, using a CRM system helps you keep in touch with existing clients.

Nimble is a versatile, powerful CRM option that’s been generating buzz. Read on for a full Nimble CRM review.

Nimble CRM Overview

Nimble CRM was founded by Jon Ferrara, co-founder of the Goldmine CRM. Nimble’s goal is to provide more flexibility and reach to scaling businesses.

The software incorporates social media contact information. This is on top of sourcing contacts via communication and importation. Nimble CRM pricing costs $25 a month unless you opt in to the annual billing option when it drops down to $19 a month.

Pros Of Nimble CRM

The CRM system is easy to learn and flexible. You have a lot of control over the tags you use to segment your data. Nimble CRM allows you to easily export and import client contacts, a must for a CRM.

You can use Nimble CRM to unify your contacts. This means you can your contacts from Instagram, LinkedIn, Mailchimp, and more all in one spot. Once you’ve uploaded your contacts, you have a lot of leeways.

You can send mass messages and segment your clients into different lists. Nimble CRM has Android and iOS apps. But you can also use the CRM system within your outlook, within Microsoft Word and Excel.

An excellent Nimble CRM feature is their “Today” dashboard. The dashboard gives you a clear overview of your activities.

In the “Today” section, you’ll receive prompts about clients you may want to get in touch with. It also suggests opportunities for engagement on social media.

Speaking of social media, Nimble CRM allows you to keep track of what your contacts are up to on social media. This saves you time as you can track this social media activity within the app or desktop CRM.

You can also track what your team is up to within Nimble CRM using tasks, events, and task-tracking tables. Everyone on your team’s tasks and activities is unified, so you are all aware of what the other is up to.

This is what makes Nimble CRM so great to use with virtual assistants. Even if your virtual assistant is a remote hire, they can easily learn to use Nimble CRM.

Saving you the cost of a full-time employee, they can work seamlessly as part of your team. This means they can focus on generating leads or running the CRM while you work on bigger-picture tasks.

Cons Of Nimble CRM

Many companies, including Go Daddy, CrossFit, and Upwork, choose to use Nimble CRM in 2021. However, there are, of course, limitations to Nimble.

If you anticipate needing a lot of support, Nimble CRM may not be the best choice for you. They do not offer as extensive customer support as other CRMs, particularly not phone support.

Another issue is their auto-population of social media accounts and client addresses. User feedback is that they need to be tweaked manually at times after auto-populating.

Benefit From A CRM

When you work with a team of employees and virtual assistants, you’ll need a system to help you succeed. Your workers combined with a powerful CRM means your business gains the advantage.

Now you know more about the Nimble CRM. After assessing your business needs, you’ll know more if Nimble CRM is the right system for you.

To learn more about CRM choices, expanding your remote team, and other ways to improve your business, check out our blog.

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A Review of Freshworks CRM

July 22, 2021/in Administrative, Technology, Vertical Markets /by Louie Z. Sawyer

In the business world, people are increasingly interested in using artificial intelligence to help manage customer relationships. Several instances of such software exist, including Freshworks CRM (customer relationship management).

Freshworks designed its software to boost team productivity by automating its sales and marketing features. It allows users to track and manage their deals, email accounts, and other features.

Moreover, the software includes a built-in telephony feature, which makes it easy to contact the company. If you’re wondering whether Freshworks CRM service is for you, wonder no more!

In this Freshworks CRM review, we’ll explore what types of businesses can benefit from this software’s advantages. Let’s get started!

Advantages Of Freshworks CRM Software

There are several advantages to Freshworks CRM software. For one thing, it’s incredibly straightforward to install and use. It features an intuitive user interface, including a dashboard that primarily displays your appointments and activities.

Furthermore, it’s simple to navigate. Your sidebar menu allows you to switch between contacts, email tools, reports, and leads with just a click of an icon.

Of course, usability isn’t everything. You may be wondering, “What is Freshworks CRM pricing like?” If price is your concern, though, you can rest assured of this software’s affordability.

Freshworks CRM offers a range of prices, each with a different package. There is a lengthy free trial with a standard basic package to start with. When this trial runs out, you can choose between $12, $25, $49, and $79/month packages.

Each of these packages includes extensive features to help you manage your information at different scales. The final and most expensive package, the $79/month Forest package, serves users with 5,000 bulk emails daily for each user.

All packages include the built-in telephony ability mentioned earlier. This feature allows for hassle-free communication between users.

Freshworks CRM Disadvantages

While Freshworks CRM has several advantages, it’s not perfect software. One of its downsides is its per-user limit on file storage. Depending on the package you use, its Cloud services only provide 2GB-10GB per user.

As you likely know, this isn’t a ton of storage for a business user. Another disadvantage to this system is its limited choices in email integrations. It doesn’t provide many options for you to optimize your email marketing.

What Businesses Could Benefit From Freshworks CRM?

Having examined some of the advantages and disadvantages of this software, we can now answer what businesses best benefit from it. Freshworks CRM works excellently for a small business that wants an affordable contact management option.

Currently, Freshworks ranks in the top 10 for such systems. Similarly, businesses hoping to manage their calls benefit from this system. Because of its built-in telephony, you can call contacts without exiting the platform.

Lastly, businesses hoping to organize their appointments benefit from this service. With its calendar services, you always know when you have appointments or a task due.

Choosing Your CRM

If the description above describes your business, then Freshworks CRM is the best service for your company. However, you can do more than purchase the best CRM.

You can free up time and increase efficiency by hiring administrative assistants to manage your CRM. Virtual assistants help manage your daily, repetitive tasks like CRM so you can handle higher-order concerns. In the long run, they can save you thousands of dollars as well.

If these services interest you, don’t hesitate. Contact us today to learn more about how we can help you.

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An Introduction to SAP CRM

July 22, 2021/in Administrative, MOD Virtual Assistants, Technology, Vertical Markets /by Louie Z. Sawyer

Did you know that 61% of people stop buying from a business after a bad customer service experience?

Ensuring client satisfaction can be difficult, especially in real estate.

One of the best ways to make sure your clients have the best experience possible is to hire a remote assistant to manage a customer relationship management system such as SAP CRM.

What is CRM?

CRM is an acronym for Customer Relationship Management.

CRMs allow organizations to automate activities involving customers, such as marketing, customer service, and sales. More advanced CRM software will also offer the ability to do customer analytics, collaboration, and more.

The main purpose of CRM software is to enable companies to have better relationships with not only customers but colleagues and suppliers as well. CRMs help businesses gain loyalty, customers, and revenue.

SAP CRM Software

SAP CRM is a Customer Relationship Management tool provided by SAP that can be used for a variety of business processes such as:

Implementing customized business processes.
Supporting all customer-focused areas of business, including marketing, sales, and service.
Allowing your company to analyze key factors and incorporate the data into operations and decision-making.

Marketing

SAP CRM automates marketing strategies, executing campaigns, and measuring marketing tactics.

SAP CRM provides a variety of key marketing functions:

Marketing Planning
Market Analytics
E-Marketing
Campaign Management
Lead Management
Customer Segmentation

Sales

SAP CRM provides flexibility with when and where customer contact and communication can be handled in order for your sales team to work efficiently and effectively.

Companies may choose any number of the SAP CRM implementations available. These implementations include Telesales, Enterprise Sales, E-Selling, and Field Sales.

The sales functions provided by SAP CRM include:

Order Management, Contracts, and Quotations
Activity Management
Account and Contact Management
Commissions and Incentives
Sales Planning and Analytics
Opportunity Management and Pipeline Analysis

Service

SAP SRM service is involved in processing service orders from initial inquiry to billing. It provides companies with the ability to create and process quotes, make service orders, and assign field service representatives.

SAP CRM provides the following service functions:

Service Management and Contract Administration
Complaint Management
Workflow and Escalation Management
Case Management
Workforce Management
Service Planning and Analytics

Channels

SAP CRM channels provide your company a user-friendly interface to implement the use of various communication channels such as the internet, phone, and so on.

The channels functions provided by SAP CRM are:

Back Office Channel
Field Service or Offline User
Web-Channel Management
Channel Analytics
Customer Interaction Center
Partner Channel Management

CRM in Real Estate

SAP CRM has a variety of real estate applications.

CRM allows real estate agents to:

Create email drip or social media campaigns and analyze their results.
Upload contracts and manage transaction deadlines.
Find and research properties on the go.
Keep track of and communicate with potential, current, and previous clients whenever and wherever is necessary.

Real estate agents can also benefit from SAP Cloud for Real Estate to optimize real estate portfolios and have an easier experience navigating building data.

[Considering a Virtual Assistant?]

Hiring a Remote Assistant

CRM can be a highly beneficial tool to use in real estate, but only if you have someone in charge of it. CRM systems need administrators for the CRM to remain accurate and updated.

Real estate virtual assistants are ideal for this.

Virtual assistants are a better option than in-house ones because they are generally only paid for the work they actually do and cover their own office space expenses. They also require less training because their job is to do specific tasks in which they already have experience.

Virtual assistants can handle the activities that do not need to occur in-house, leaving in-person employees to focus on more essential tasks.

Remote CRM specialists can handle a variety of routine tasks, including:

Organizing client information.
Researching available properties’ pricing, potential, and property establishments.
Bookkeeping and financial analysis.
Scheduling appointments and managing your business calendar.

Hire A Virtual Assistant For Your CRM Needs Today

If you plan to buy SAP CRM software, do not let the investment go to waste.

Hiring a virtual assistant to handle your CRM will increase your profit and client satisfaction rating. Doing so will also provide you more time to focus on the more essential aspects of your real estate business.

If you are interested in hiring a virtual assistant, contact us today to schedule a free consultation.

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A Brief Review of Keap CRM

July 22, 2021/in Administrative, MOD Virtual Assistants, Technology, Vertical Markets /by Louie Z. Sawyer

Part of managing your sales process means finding the best CRM company. You need to choose a CRM that makes sense for your organization and helps you generate more leads and connect with your clients.

One of the many CRMs out there is Keap CRM. This customer relationship management software offers many benefits to businesses.

If you’re interested in learning more about this software, “keap” reading. We’ve created a Keap CRM review that walks you through what this service brings to the table.

What is Keap CRM?

Keap CRM is a CRM software that started in 2001. Originally, it was known as eNovasys. Then, in 2003, the company rebranded again and became known as Infusion Software.

In January of 2019, the company changed its name once again and began calling itself Keap. They offered several additional services, including Keap Grow and Keap Pro.

Today, more than 125,000 customers use Keap to help them manage their sales efforts. And, several small businesses are supported by their donations during the Covid-19 pandemic to supporting business owners.

What Are the Major Keap CRM Benefits?

Keap offers its users several key benefits. For one, it offers campaign builders that allow you to create email chains for reminders, welcome emails, and more that you can send out to both returning customers and new leads.

On top of that, this CRM integrates with external apps. You can sync it with your Google Calendar so that you have reminders of upcoming events, meetings, and deals.

For teams wanting to simplify their billing processes, Keap can invoice and bill customers directly from the software. That keeps billing streamlined with your CRM and eliminates the need for importing invoicing data.

Additionally, Keap gives you valuable email marketing insights. You can check out email opens, downloads, and form completions from your campaigns from within the software.

What Does Keap CRM Pricing Look Like?

There are several different versions of Keap that you can use for your CRM needs. Each one offers your business different benefits and will cost you a different monthly price.

Keap Grow

For small business email marketing campaigns, Keap Grow is a good option. This package gives you access to several features, including:

Client management
Appointments
Quotes, invoices, and down payments
Email syncing
Business text messaging and phone lines

To get started with this plan, you’ll need to pay $56 per month.

Keap Pro

The next tier of Keap is Keap Pro. This plan offers everything included in Keap Grow but also includes:

Sales pipelines
Advanced automation
Landing page, internal form, and report building
Customizable dashboards
A/B testing
Ability to set up recurring payments

Users wanting to take advantage of this plan will pay $105 per month.

Keap Max

The final tier of Keap is Keap Max. This package includes everything available in Keap Pro but also offers:

Lead scoring
Subscription management
Business analytics
Checkout forms

This plan costs businesses $140 per month.

Get Started With Keap CRM

Keap CRM is a great choice for anyone wanting to effectively manage their sales process. It can be a valuable asset to your business and make sure that you can nurture leads effectively.

Once you’ve implemented your CRM, you’ll need someone to manage it for you. That’s where having a virtual assistant can be a huge asset.

If you’re looking to hire a remote virtual assistant, get in touch with the team at MyOutDesk. We’ll help match you to someone who can work with your Keap CRM systems and help your business succeed.

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A Concise Overview of SugarCRM

July 22, 2021/in MOD Virtual Assistants, Technology, Vertical Markets /by Louie Z. Sawyer

The CRM industry is currently the biggest global software market, poised to generate over $80 billion in revenue by 2025. If your business is booming and you need a way to track all the vital customer info, it’s time to look into your CRM options. Having a Customer Resource Management program allows you to save money, save time, and provide better service to your clientele.

SugarCRM is a program that is great for large businesses with a high volume of customers. In this article, we’ll break down what SugarCRM is and how it works, and whether or not it’s right for your company. Finding the CRM that’s perfect for you isn’t always easy, but we can help.

Read on to learn more.

Finding the Best CRM

In order to find the CRM that’s best for you, you have to take a hard look at what your business needs. Determine whether you want a system that is more sales-focused, more customer-focused, or software that balances both.

Many CRM programs require a learning curve, so utilize a virtual assistant service to help manage the software. Your assistant can become the expert in SugarCRM to help the rest of your office.

What Is SugarCRM?

SugarCRM is one of the most popular CRM programs out there. They currently have over 50,000 clients and offer their software in 9 languages.

The program can also sync with many other popular services, such as QuickBooks and Google Office Suite. This allows for seamless integration and collaborative work across all departments.

How SugarCRM Works

SugarCRM breaks down into three categories: Sugar Market, Sugar Sell, and Sugar Serve. These categories focus on marketing, sales, and customer service, respectively.

Each component of SugarCRM tracks different metrics:

Sugar Market: tracks your advertising reach, your SEM and SEO strategy, and engagement
Sugar Sell: tracks sales, repeat purchases, customer’s buying habits, and sales strategy
Sugar Serve: logs all customer interactions and creates a unique profile for each client

SugarCRM is also open-source, which allows for complete customization. If you’ve got a savvy tech team, they can moderate the program to maximum efficiency.

Who SugarCRM Is Best For

SugarCRM is designed for larger, more corporate entities. It’s on the pricier side of CRMs, costing at least $52/month. The software itself is not necessarily intuitive, either; you’ll do best if you have a dedicated training team that will become experts in the software.

SugarCRM does require a good bit of training and has a stiff learning curve. If you run a small business, it may prove too complicated for smaller-scale operations. But companies with a large employee and client base will certainly benefit from SugarCRM.

If you’re unsure if SugarCRM could be right for you, you can request a demo to try it out! This way you can test the CRM and make sure it fits your business needs.

Exploring Your CRM Options

We hope this article helped you start thinking of SugarCRM as one of your top CRM options. There are so many providers on the market, it can be hard to pick just one! But by doing proper research and investigation, you’re sure to find a program that’s right for you.

For more CRM analysis and business solutions, check us out at MyOutDesk. We provide no-nonsense blogging and also offer a top-of-the-line virtual assistant service. If you’re looking for modern solutions to age-old business problems, MyOutDesk is right for you.

Schedule a free consultation with us today!

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